Jun 25 2015

Financial Planning Binder

Financial Planning Binder

In step four of the financial planning process, the client’s financial plan is presented in a personalized financial planning binder. It includes all engagement documents, client data, goals, recommendations plus action plans for each each of the following six areas (or specific modules you selected ) as follows.

  • Cash Management Planning
  • Investment Management Planning
  • Retirement Income Planning
  • Risk Management Planning
  • Tax Planning
  • Estate Planning

It becomes your reference guide for each meeting as we monitor your plan and it’s progress.

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